Fortify Wealth offers investment management services, including managing variable annuities and variable life products. They also provide financial planning and consulting on an hourly or fixed-fee basis, covering areas like cash flow, tax, risk management, investments, retirement, and estate planning. Fortify Wealth also offers services to retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager. Seminars and workshops are held to educate the public.
Fee Structure
Fortify Wealth charges a percentage of your portfolio each year for investment management. Fees range from 0.50% to 1.5% annually and are negotiated with each client. In some cases, the annual fee may exceed this range, but will generally not exceed 2.0%. Fees are billed quarterly in advance. You can terminate the agreement with 30 days' written notice and receive a refund for unearned fees.